Asana is a cloud-based project and task management solution that enables companies to manage and organize tasks and projects, communicate and collaborate. It is helpful for teams and companies that handle multiple projects at one time,...
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Asana is a cloud-based project and task management solution that enables companies to manage and organize tasks and projects, communicate and collaborate. It is helpful for teams and companies that handle multiple projects at one time,...
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KiSSFLOW is a cloud-based forms automation solution offered by OrangeScape Technologies that automate business processes and tracks performance. It is suitable for business of all sizes and industries.
KiSSFLOW helps initiate process...
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KiSSFLOW is a cloud-based forms automation solution offered by OrangeScape Technologies that automate business processes and tracks performance. It is suitable for business of all sizes and industries.
KiSSFLOW helps initiate process...
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Pipefy is a cloud-based business process management solution suitable for businesses of all sizes in industries such as business process outsourcing, IT, service desk, shared services, financial services and sales. Primary features...
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Pipefy is a cloud-based business process management solution suitable for businesses of all sizes in industries such as business process outsourcing, IT, service desk, shared services, financial services and sales. Primary features...
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Widen Collective is a cloud-based brand and digital asset management solution designed for mid-size and large businesses. It offers features like content creation, distribution and analytics within a suite. It also offers document...
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Widen Collective is a cloud-based brand and digital asset management solution designed for mid-size and large businesses. It offers features like content creation, distribution and analytics within a suite. It also offers document...
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Wrike offers cloud-based work management software that facilitates project management and team collaboration for marketing and creative teams. Users can manage external and internal requests with built-in forms and automatically assign...
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Wrike offers cloud-based work management software that facilitates project management and team collaboration for marketing and creative teams. Users can manage external and internal requests with built-in forms and automatically assign...
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monday.com is a cloud-based project management solution that caters to small to midsize businesses across various industry verticals. The solution helps them manage different projects and facilitate knowledge-sharing among team members.
monday.com...
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monday.com is a cloud-based project management solution that caters to small to midsize businesses across various industry verticals. The solution helps them manage different projects and facilitate knowledge-sharing among team members.
monday.com...
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HarmonyPSA is a hybrid professional services automation (PSA) solution that helps cloud-based managed service providers and software companies of all sizes to manage their business operations. The solution can be deployed either on-premise...
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HarmonyPSA is a hybrid professional services automation (PSA) solution that helps cloud-based managed service providers and software companies of all sizes to manage their business operations. The solution can be deployed either on-premise...
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Workfront (formerly AtTask) is a cloud-based project management solution that helps teams to prioritize, route, manage and report on their work. It is suitable for businesses of any size and industry including IT, architecture and...
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Workfront (formerly AtTask) is a cloud-based project management solution that helps teams to prioritize, route, manage and report on their work. It is suitable for businesses of any size and industry including IT, architecture and...
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Smartsheet is a project management application with a spreadsheet-like interface to help teams collaborate, plan projects and manage tasks. The software offers a suite of project management applications, such as document management,...
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Smartsheet is a project management application with a spreadsheet-like interface to help teams collaborate, plan projects and manage tasks. The software offers a suite of project management applications, such as document management,...
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Desk.com is a customer support engine for customer service professionals in small and midsize companies. The system integrates with Salesforce and contains reporting features that can help administrators and employees manage customer...
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Desk.com is a customer support engine for customer service professionals in small and midsize companies. The system integrates with Salesforce and contains reporting features that can help administrators and employees manage customer...
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Airtable is a cloud-based project management solution targeting small to midsize businesses as well as departments within larger companies. This system focuses primarily on data organization and collaboration.
The system uses a spreadsheet...
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Airtable is a cloud-based project management solution targeting small to midsize businesses as well as departments within larger companies. This system focuses primarily on data organization and collaboration.
The system uses a spreadsheet...
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Clarizen is a cloud-based collaborative work management solution designed to help organizations manage cross-company engagement. The solution provides tools to connect resources, manage workflows and plan activities.
Clarizen planning...
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Clarizen is a cloud-based collaborative work management solution designed to help organizations manage cross-company engagement. The solution provides tools to connect resources, manage workflows and plan activities.
Clarizen planning...
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Designed for help desk and customer support staff, Issuetrak provides a solution that includes knowledge management and field service tools in addition to support modules.
The system can be deployed on the cloud or on local servers...
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Designed for help desk and customer support staff, Issuetrak provides a solution that includes knowledge management and field service tools in addition to support modules.
The system can be deployed on the cloud or on local servers...
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Promapp is a cloud-based business process management solution that enables large and midsize businesses to create and share process knowledge using a centralized repository. The solution is suitable for various industries including...
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Promapp is a cloud-based business process management solution that enables large and midsize businesses to create and share process knowledge using a centralized repository. The solution is suitable for various industries including...
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FunctionFox is a cloud-based time tracking and project management application, offering timesheets and estimates, as well as scheduling, task assignment and reporting.
FunctionFox’s capabilities are suited for the billing and...
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FunctionFox is a cloud-based time tracking and project management application, offering timesheets and estimates, as well as scheduling, task assignment and reporting.
FunctionFox’s capabilities are suited for the billing and...
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GoCanvas is a cloud-based mobile business management system suitable for field service companies, including electrical, HVAC, pest control and plumbing. The solution is designed to work on any smartphone or tablet and can also be accessed...
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GoCanvas is a cloud-based mobile business management system suitable for field service companies, including electrical, HVAC, pest control and plumbing. The solution is designed to work on any smartphone or tablet and can also be accessed...
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Workflow Max is a cloud-based workflow and job management solution designed to serve small to midsize service-based businesses. Along with key project management capabilities, the solution provides quote creation, timesheets, job costing...
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Workflow Max is a cloud-based workflow and job management solution designed to serve small to midsize service-based businesses. Along with key project management capabilities, the solution provides quote creation, timesheets, job costing...
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Bpm'online is a process-driven customer relatonship management (CRM) solution for marketing, sales and service automation. The solution allows companies to manage the customer lifecycle from lead to sales and to ongoing customer service.
The...
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Bpm'online is a process-driven customer relatonship management (CRM) solution for marketing, sales and service automation. The solution allows companies to manage the customer lifecycle from lead to sales and to ongoing customer service.
The...
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Workamajig is a cloud-based HTML5 project management solution designed for creative ad agencies and in-house advertising teams of all sizes. Key features include opportunity tracking, project management, time tracking, resource management...
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Workamajig is a cloud-based HTML5 project management solution designed for creative ad agencies and in-house advertising teams of all sizes. Key features include opportunity tracking, project management, time tracking, resource management...
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inMotion is a cloud-based work management system designed to automate workflows for creative and marketing teams in different industries. The solution provides creative brief management, project management, online proofing and reporting.
Key...
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inMotion is a cloud-based work management system designed to automate workflows for creative and marketing teams in different industries. The solution provides creative brief management, project management, online proofing and reporting.
Key...
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Related Software Guides

Buyer's Guide

Workflow management software is widely used in organizations to define, control, automate and improve business processes. These solutions allow management to measure and analyze potential areas for improvement, so they can implement the right solutions.

Workflow management systems can also help remove unnecessary steps and execute multiple steps simultaneously, helping make processes more efficient.

This guide can help potential buyers find the best solution for their needs. Here’s what we’ll cover:

What Is Workflow Management Software?

Every day, organizations face the challenge of manually completing tasks, filling out endless paperwork and assigning tasks to staff. These activities often keep management busy with day-to-day operational tasks rather than being able to focus on strategic decision-making.

Workflow management solutions can help businesses overcome these problems by automating repetitive processes and checking in on uncompleted tasks. This provides a complete overview of all workflows, including metrics on execution to monitor and measure individual and company-wide performance. Workflow management software also helps increase visibility by allowing people to track the status of tasks and documents in real time.

Common Functionality of Workflow Management Software

Most workflow management software solutions come with some or all of the following capabilities:

Task assignment

Enables users to automatically or manually define processes for assigning tasks to various users at the same time. Also allows users to reassign tasks to different users and modify deadlines, if needed.

Automatic notifications

Sends automatic email or text notifications to users about the status of tasks, such as when a task is first assigned, pending, completed or when an edit is made by another user. Follow-up notifications can also sent to ensure accountability.

Reporting

Allows users to extract exact information and view it on a dashboard when they are running reports. Drill-down capabilities enable users to retrieve details about various functions such as marketing activities, production estimates and out-of-pocket expenses.

Form designer

Enables users to design digital forms through a built-in form designer that doesn’t require third-party assistance to use.

Graphical process modeling

Enables users to generate and access data through a user-friendly interface that requires minimal training. Intuitive graphical representation of existing and future workflows also simplifies the understanding of workflow processes.

Role-based access control

Defines the roles and responsibilities of each user and grants them role-based access to modify processes or access or edit separate workflow phases.

Mobile access

Allows users to access workflows via mobile devices or an app for offline workflow. Ensures that users can view processes, records and other information in areas with no or limited internet connectivity.

Reduced paperwork. With a workflow management solution, multiple paper forms can be converted into electronic documents. Workflows can be added to manage these documents to ensure all steps and forms are completed and required approvals are obtained. Virtual documents can be stored online, enabling users to access them from anywhere. Completing and tracking virtual forms also helps minimize the risk of losing important documents or being unable to read them due to illegible handwriting.

Faster, more accurate workflows. Elimination of manual data entry along can drastically reduce the chances of error. Additionally, automatic triggers and/or alerts sent to employees about pending tasks can help accelerate processes.

Key Considerations for Workflow Management Software Buyers

Here are a few things to keep in mind as you evaluate a workflow management solution:

Third-party integration support. Workflows in any organization are heavily dependent on various business systems. As such, it’s best to find a workflow management solution that easily integrates with existing software, such as customer relationship management (CRM) solutions to ensure the seamless transfer of data from one system to the next.

Ability to create custom workflows. Workflow processes vary from one organization to the next, and can be simple or complex in nature. The solution you choose should offer the flexibility to create and configure the steps of all types of workflow processes through user-defined rules.

What Type of Buyer Are You?

Choosing the right workflow management software depends on the size of your business. Consider the following buyer types:

Small and midsize businesses. These businesses typically operate as establishments with up to 100 employees. They should look for a workflow management solution that offers cloud or web-based deployment, rather than having to be installed on-premise. Cloud solutions do not require a substantial initial investment and can be accessed from any device with an internet connection.

Large enterprises. Enterprise companies often have large, dispersed workforces, which means they require a workflow management solution that is both scalable and highly flexible in order to effectively manage data, structure workflows and make sharing information across the organization easier. Such companies may seek advanced features and capabilities, including business process automation, the ability to manage multiple projects, teams and workflows and integration with third party systems Other essential components in a workflow management solution may include workflow engines, administration and monitoring, process design tools, compliance management and client tools.

Government agencies. Government institutions deal with large amounts of information on a daily basis. They must disseminate this information, in an organized way, across multiple departments that use different applications. As a result, they require a solution that offers seamless integration capabilities with other systems. The ideal solution should allow them to clearly define workflows and reduce the workload of their administrative staff. It should also be able to turn raw data into meaningful information that can be accessed by multiple departments in real-time. Additionally, the solution should come with notification functionalities that allow people involved in a project to quickly escalate issues to the appropriate parties.

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